OfficeStatus Windows Client quietly communicates with a back-end service within your organization to periodically refresh its internal data, determine user status changes, and more.
To alter data refresh timing, click the Refresh tab on the OfficeStatus Windows Client Application Settings window. The following options are available:
Refresh user status grid every N seconds - Determines how often OfficeStatus Windows Client will poll for updated user status information. Default is 15 seconds.
Refresh unread notes list every N seconds - Determines how often OfficeStatus Windows Client will poll for new, unread notes. Default is 15 seconds.
Refresh semi-static data cache every N minutes - Determines how often OfficeStatus Windows Client will refresh internal data that changes infrequently (such as department listings, custom status definitions, etc.). Default is 15 minutes.
13 Reports
13.1 Overview
OfficeStatus Windows Client provides the following built-in reports:
Phone List - summary of telephone contact information for OfficeStatus users.
User Status History - status history details per OfficeStatus user.
Both reports are accessible via the Reports menu item in the main OfficeStatus Windows Client menu.
The information accessible via the built-in OfficeStatus Windows Client Reports depends upon the security role of the logged in OfficeStatus user. See Report Security for additional details.
13.2 Report Security
OfficeStatus Reports are accessible to all OfficeStatus users. However, the data available will be dictated by the security role of the currently logged in user.
Employee, Departmental, and Location Reports
All data provided within the employee, departmental, and location reports is available to all OfficeStatus users.
User Status History and User Status Schedule Reports
When running the User Status History or User Status Schedule reports, the list of available users (against which you can report) is controlled by your OfficeStatus security role, as follows:
Normal users can report only against themselves.
Members of the System Administrator role can report against any user.
Members of the Receptionist role can report against any user.
Members of the Department Manager role can report against themselves and any other user within the same department.
Members of the Report Viewer role can report against any user.
The assignment of security roles to OfficeStatus users is managed by your OfficeStatus system administrator.
13.3 Printing / Exporting Reports
All OfficeStatus Windows Client built-in reports support robust printing capability, and can also be exported to PDF, RTF, and TIFF file formats.
Other common functions of the OfficeStatus Windows Client reporting window include:
Paging (navigating from one report page to another) Report zooming and sizing control
Printer page setup
Hide / show parameters area
To export the contents of an OfficeStatus report, simply click the Export toolbar button and choose a destination path for the resulting MS Excel file.
13.4 Report Types
13.4.1 Employees
The Employee Report shows a complete listing OfficeStatus users, along with telephone number, email address, and location information.
OfficeStatus users may have more than one telephone number associated with their user profile. For each OfficeStatus user that has telephone contact information defined within the system, one or more telephone number entries will appear beneath their name. This report also allows the viewer to toggle off / on the display of phone number records.
By default, the Employee Report screen includes OfficeStatus users from all locations. Select a location from the drop-down box in the reporting window toolbar to narrow the report contents to that specific location.
All built-in OfficeStatus Windows Client reports can also be printed / exported.
13.4.2 Departments
The Departmental Report provides a break-down of users contained within each OfficeStatus department.
For each user within a department, this report displays their first and last name, job title, location, and to whom they report (if applicable).
All built-in OfficeStatus Windows Client reports can also be printed / exported.
13.4.3 Locations
The Location Report provides a listing of users contained within each OfficeStatus location.
For each user within a location, this report displays their name and job title. The display of users can also be toggled off, leaving you with only the department names and their descriptions.
All built-in OfficeStatus Windows Client reports can also be printed / exported.
13.4.4 Emergency Plan
The Emergency Plan report shows emergency contact and plan information for each OfficeStatus user.
For each user within the selected location(s), this report displays their name, location, job title, emergency contact name, emergency contact phone number, and emergency plan.
All built-in OfficeStatus Windows Client reports can be printed / exported.
13.4.5 User Time Card
The User Time Card report shows a daily breakdown of the number of hours an employee was assigned a status of type "In".
The availability of OfficeStatus users available for reporting is dictated by reporting security rules. By default, normal users will only be able to report upon themselves.
All built-in OfficeStatus Windows Client reports can be printed / exported.
Note: Any custom statuses in use within your organization with a status type of "in" will be included in this report.
13.4.6 User Status History
The User Status History report provides a history of status changes for a given OfficeStatus user, along with a summary of hours spent in each of the three status types - "In", "Out", and "Unavailable".
The report time frame can be controlled through the use of the Start and End date fields available in the parameter input area. Reporting output can be further filtering via use of the the Status Type and User(s) parameter input fields.
The availability of OfficeStatus users available for reporting is dictated by reporting security rules. By
default, normal users will only be able to report upon themselves.
All built-in OfficeStatus Windows Client reports can be printed / exported.
13.4.7 User Status Schedule
The User Status Schedule report provides a means of reviewing status schedules for one or more users.
Each scheduled status listed within the report shows the full name of the user for whom the status change is scheduled, as well as the target status, starting date, due back information (if applicable), creation date and time, status comments, and whether or not the system has yet processed the event.
The report can be filtered by starting date (which defaults to the current date) as well as user(s).
The availability of OfficeStatus users available for reporting is dictated by reporting security rules.
All built-in OfficeStatus Windows Client reports can be printed / exported.
13.4.8 User Status Watch
The User Status Watch report allows users to determine which users are watching them for status changes.
The report shows the names of the user's what are watching the selected user for status changes, along with an indication of which status types are being observed and the notification options in use.
The availability of OfficeStatus users available for reporting is dictated by reporting security rules. By default, normal users will only be able to report upon themselves.
All built-in OfficeStatus Windows Client reports can be printed / exported.
13.4.9 Status Summary
The Status Summary report shows the number of OfficeStatus users in each status at the time the report is generated.
This report includes a bar graph that shows the top 10 statuses (by user count). This graph will not include any statuses that currently have no users assigned to them.
13.4.10 Resource Status History
The Resource Status History report provides a history of status changes for a given OfficeStatus resource, along with a summary of hours spent in each of the three core resource status types
-"Available", "Out of Service", and "In Use".
The report time frame can be controlled through the use of the Start and End date fields available in the parameter input area. Reporting output can be further filtering via use of the the Status(es) and
Resource(s) parameter input fields.
Note that you must select one or more resources (from the Resources drop-down list) and click the Run Report button to initiate report generation.
All built-in OfficeStatus Windows Client reports can be printed / exported.